Elevate your career as a Temporary Personal Finance Advisor with Desjardins. Assist members and clients in achieving financial goals through tailored advice and expert strategies over a 5-month period. In this role, you'll forge trusting relationships and provide personalized financial solutions to individuals, specifically targeting young specialists.
You will ensure member satisfaction while managing business objectives and maintaining profitability. Your expertise will facilitate effective risk management and collaboration with various financial partners. Key Responsibilities:
Advise clients on optimal financial strategies and results
Manage and assess client satisfaction and service quality
Stay informed on industry trends and best practices
Participate in community outreach and represent Desjardins Requirements:
College diploma in a relevant field
Minimum of two years’ experience in finance
Mutual fund representative certificate from OSC
Bilingual in French and English
Solid interpersonal and customer service skills Utilize your financial expertise to support Desjardins’ members in achieving their goals.
📌 Temporary Personal Finance Advisor Role North Glengarry
🏢 Desjardins
📍 North Glengarry
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